Case Study: Investment Solutions achieves scalable, customized investment management with GeoWealth

Growing RIA Needs Tailored Investment Solutions

Investment Solutions, a rapidly growing RIA with $60 million in AUM, was struggling to scale its business due to the complexity of creating custom investment programs. The firm lacked the time and resources for thorough due diligence and needed a more efficient way to serve diverse client segments. They turned to vendor GeoWealth for outsourced investment management and a TAMP solution to address these challenges.

GeoWealth implemented a personalized model marketplace and provided white-labeled UMA suites crafted by their Investment Solutions Team. This standardized the RIA's offerings and provided set playbooks for different client profiles. As a result, Investment Solutions achieved greater efficiency and standardization, allowing its advisors to save time and focus more on financial planning and firm growth while trusting client portfolios to GeoWealth.